Pankaj Kumar Mishra
Surrey,Canada
Summary
Finance professional with expertise in market analysis, strategic planning, and business process improvement. Skilled in financial modeling, risk management, and big data analysis. Cleared CSC Exam and pursuing CFA. Known for a collaborative, results-driven approach, strong analytical skills, and clear communication.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Junior Accountant
Sun Rich Foods Canada Inc.
12.2022 - Current
- Conducted thorough verification of billed items against purchase orders and received goods, resolving discrepancies through effective communication with vendors and internal stakeholders
- Processed an average of100 daily payments and financial documents, including invoices, journal vouchers, employee reimbursements, and statements
- Conducted daily bank reconciliations and accurately coded invoices to maintain correct ledger accounts
- Prepared weekly cash-flow statements for upper management, providing valuable insights for decision-making
- Managed weekly cheque runs amounting to1 million CAD, issuing cheques for accounts payables
- Handled weekly deposits of approximately 50 cheques and applied sales invoices promptly
- Collaborated with the Finance Manager to review weekly accounts payable/receivable reports and address any discrepancies
- Investigated and resolved discrepancies related to invoice posting and payment processing
- Maintained effective communication with vendors and customers to ensure timely settlements of payments and receipts
- Assisted with preparation of monthly financial statements.
Bookkeeper
Raj Hans Inc.
03.2022 - 06.2022
- Posted bank and credit card statements onto accounting software, ensuring accurate financial records.
- Reconciled and corrected issues with financial records.
- Conducted thorough reconciliation of bank statements and bills, identifying and resolving discrepancies
- Demonstrated expertise in invoicing and proficiently coded transactions with precision, considering relevant categories and taxes
- Diligently reviewed financial statements and consistently monitored GST/PST compliance to ensure regulatory adherence
- Prepared comprehensive financial reports on a monthly, quarterly, and yearly basis, providing valuable insights for decision-making
- Maintained general ledgers and accurately recorded journal entries, including depreciation and payroll
- Maintained and processed invoices, deposits, and money logs.
Bookkeeper | UK Accounts Bookkeeping
VirtualTech Services
02.2020 - 11.2021
- Successfully managed client queries by promptly addressing and resolving issues through the designated mailbox
- Efficiently processed invoices and bills for approximately10 clients, meticulously categorizing transactions and applying relevant taxes in the accounting software
- Demonstrated proficiency in importing and posting bank, credit card, and other wallet statements, ensuring accurate and up-to-date financial data
- Conducted thorough bank reconciliations for each client using Xero and QuickBooks Online, ensuring precise alignment of financial records
- Expertly prepared bi-weekly payment runs for bulk accounts payable, ensuring timely and accurate payment processing
- Conducted comprehensive financial analysis, reviewing accounts payable and receivable, income statements, cash flow statements, and balance sheets to provide valuable insights
- Provided valuable support to seniors by assisting in VAT review and filing, ensuring compliance with regulatory requirements
Financial Analyst
EClerx Services Limited
07.2017 - 05.2019
- Led variance analysis by carefully examining and comparing deals (physical and derivative products) made in the previous month, verifying accuracy, and locating inconsistencies
- Demonstrated strong leadership skills by effectively managing a team of three professionals, overseeing interactions with180 counterparties monthly
- Conducted in-depth data analysis, leveraging price, quantity, and supply information to identify and promptly address any discrepancies, collaborating with traders and counterparties to ensure timely resolution
- Played a pivotal role in reviewing and disseminating crucial reports such as exceptions, trading reports, and trial balance reports, providing key insights to support decision-making processes
- Streamlined trade matching procedures and facilitated seamless invoice and bill processing through the meticulous setup of receipts and payments
- Proactively engaged with counterparties to resolve any unresolved trades after the designated due dates, ensuring the accuracy of the trail balance
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Education
Post- Baccalaureate Diploma - North American Business Management Applied
Capilano University
North Vancouver, BC04.2023
Bachelor of Commerce - undefined
Symbiosis College of Arts and Commerce
06.2016
Skills
- Fundamental analysis
- Financial statement analysis
- Valuation techniques
- Company profiling
- Portfolio management
- Quantitative analysis
- Equity research
Certification
- March 2024 – Canadian Securities Course by CSI
Subjects – Debt, Securities, Derivatives product, Portfolio Management, etc
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Junior Accountant
Sun Rich Foods Canada Inc.
12.2022 - Current
Bookkeeper
Raj Hans Inc.
03.2022 - 06.2022
Bookkeeper | UK Accounts Bookkeeping
VirtualTech Services
02.2020 - 11.2021
Financial Analyst
EClerx Services Limited
07.2017 - 05.2019
Bachelor of Commerce - undefined
Symbiosis College of Arts and Commerce
- March 2024 – Canadian Securities Course by CSI
Subjects – Debt, Securities, Derivatives product, Portfolio Management, etc
Post- Baccalaureate Diploma - North American Business Management Applied
Capilano University
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